Private Client Assistant Manager/ Manager

Birmingham Permanent View Job Description
This position focuses on managing a portfolio of private clients, delivering both advisory and compliance services at a high technical level. You will also support the growth of the team through mentoring, business development, and cross-functional collaboration.
  • Private Client Tax Manager to join a growing advisory-focused team.
  • Delivering a mix of complex tax planning and compliance work.

About Our Client

This is a well-established and forward-thinking regional accountancy and advisory firm with multiple offices across the Midlands. The firm has built a strong reputation for delivering integrated tax, audit, and business advisory services to both private clients and businesses. Known for its collaborative culture and investment in people, the firm continues to grow its specialist tax offering, providing a supportive environment with clear progression opportunities.

Job Description

  • Manage a portfolio of private clients, with a strong focus on advisory-led work
  • Lead and deliver complex private client tax projects, preparing detailed reports
  • Oversee personal tax compliance, ensuring accuracy and timely submissions
  • Build and maintain strong client relationships, acting as a trusted advisor
  • Identify opportunities to add value and support wider business development initiatives
  • Mentor, train, and support junior members of the team
  • Stay up to date with tax legislation and share technical knowledge internally
  • Collaborate with other departments on cross-service client work
  • Represent the firm through networking, events, and technical contributions

The Successful Applicant

  • CTA / ACA / ACCA qualified (or equivalent)
  • Strong experience in private client tax, across both advisory and compliance
  • Confident managing client relationships and delivering high-quality advice
  • Experience mentoring or managing junior staff
  • Strong technical knowledge across a range of private client tax matters
  • Commercially aware with a proactive approach to identifying opportunities
  • Excellent communication skills, both written and verbal
  • Organised, with the ability to manage multiple priorities effectively

What's on Offer

  • Competitive salary and benefits package
  • 25 days holiday + bank holidays, with option to purchase additional leave
  • Clear progression pathway within a growing tax team
  • Exposure to complex and advisory-led client work
  • Flexible benefits including pension, life assurance, and wellbeing support
  • Electric car and cycle-to-work schemes
  • Ongoing training and development within a supportive environment



Contact
Jamal Ganiyu
Quote job ref
JN-032026-6977305
Phone number
+441212309387

Job summary

Job function
Tax
Subsector
Tax Practice
Sector
Business Services
Location
Birmingham
Contract type
Permanent
Consultant name
Jamal Ganiyu
Consultant phone
+441212309387
Job reference
JN-032026-6977305